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JFS Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

JFS Wealth Advisors’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-863
Closed -$74.8K – 2294
2026
Q1 		$74.8K Sell
863
-756
-47% -$66.5K ﹤0.01% 446
2025
Q4 		$141K Sell
1,619
-2,914
-64% -$261K 0.01% 356
2025
Q3 		$405K Buy
4,533
+2,640
+139% +$231K 0.02% 247
2025
Q2 		$167K Buy
1,893
+950
+101% +$82.8K 0.01% 312
2025
Q1 		$85.8K Buy
943
+555
+143% +$49.4K 0.01% 385
2024
Q4 		$33.9K Sell
388
-648
-63% -$59.6K ﹤0.01% 532
2024
Q3 		$102K Sell
1,036
-21
-2% -$2.02K 0.01% 364
2024
Q2 		$97K Buy
1,057
+208
+24% +$19K 0.01% 315
2024
Q1 		$80.3K Sell
849
-684
-45% -$64.7K 0.01% 355
2023
Q4 		$152K Buy
1,533
+1,014
+195% +$91.6K 0.01% 255
2023
Q3 		$46K Buy
519
+385
+287% +$37K ﹤0.01% 387
2023
Q2 		$13.8K Buy
+134
New +$13.9K ﹤0.01% 627
2022
Q1 		– Sell
-67
Closed -$10K – 1965
2021
Q4 		$10K Hold
67
– – ﹤0.01% 690
2021
Q3 		$10K Buy
+67
New +$9.95K ﹤0.01% 646
2020
Q4 		– Sell
-67
Closed -$11K – 623
2020
Q3 		$11K Buy
67
+26
+63% +$4.31K ﹤0.01% 396
2020
Q2 		$7K Buy
+41
New +$6.75K ﹤0.01% 411
2019
Q3 		– Sell
-1,000
Closed -$133K – 536
2019
Q2 		$133K Buy
+1,000
New +$127K 0.03% 163

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JFS Wealth Advisors's TLT Position: Q2 2026 in Review

JFS Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 863 shares — an estimated $74.8K sold.

JFS Wealth Advisors first reported a position in TLT in Q2 2019 and held it in 17 quarters. The position peaked at $405K in Q3 2025. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • JFS Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 863 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $74.8K.
  • JFS Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and held it in 17 quarters.
  • JFS Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $405K in Q3 2025.
  • 1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.